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DocAve Version 5.1.2.0User Guide

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Copyright 2001-2009 AvePoint, Inc. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without the prior written consent of AvePoint, 3 Second Street, Jersey City, NJ 07311 Trademarks AvePoint, DocAve and the AvePoint logo are trademarks of AvePoint, Inc. Microsoft, MS-DOS, Internet Explorer, SharePoint Portal Server 2003, Windows SharePoint Services, Windows SQL server, and Windows are either registered trademarks or trademarks of Microsoft Corporation. Adobe Acrobat and Acrobat Reader are trademarks of Adobe Systems, Inc. All other trademarks are property of their respective owners. Changes The material in this document is for information only and is subject to change without notice. While reasonable efforts have been made in the preparation of this document to assure its accuracy, AvePoint makes no representation or warranty, expressed or implied, as to its completeness, accuracy, or suitability, and assumes no liability resulting from errors or omissions in this document or from the use of the information contained herein. AvePoint reserves the right to make changes in the product design without reservation and without notification to its users. AvePoint 3 Second Street Jersey City, NJ 07311

For Technical Support, visit http://www.avepoint.com/support For Products Information, visit http://www.avepoint.com/products For Sales Contact Information, visit http://www.avepoint.com/about-us/contact-us

User Guide Version 09424.1454

2001-2009 AvePoint, Inc. All rights reserved.

DocAve v5 User Guide

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Table Of Contents1. Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 2. Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142.1 Overview . . . . . . . . . . . . . . . . . . . . . . . . 2.2 System Requirements . . . . . . . . . . . . . . . . . . . 2.2.1 Supported Platforms . . . . . . . . . . . . . . . . . 2.2.2 DocAve Manager . . . . . . . . . . . . . . . . . . . 2.2.2.1 All In One Installation . . . . . . . . . . . . . . 2.2.2.2 Media and Manager Separated Installation . . . . . 2.2.2.3 Control Service . . . . . . . . . . . . . . . . . . 2.2.2.4 Web Service . . . . . . . . . . . . . . . . . . . 2.2.2.5 Media Service . . . . . . . . . . . . . . . . . . 2.2.2.6 Auditing Service . . . . . . . . . . . . . . . . . 2.2.2.7 Search Service . . . . . . . . . . . . . . . . . . 2.2.3 DocAve Agent . . . . . . . . . . . . . . . . . . . . 2.3 DocAve Manager Installation . . . . . . . . . . . . . . . 2.3.1 Setup Instructions for SSL Communication . . . . . . . 2.3.2 Setup Instructions for HTTPS access . . . . . . . . . . 2.3.2.1 Enable HTTPS in the DocAve Manager configuration 2.3.2.2 Internet Explorer Setup . . . . . . . . . . . . . . 2.4 DocAve SharePoint Agent Installation . . . . . . . . . . . 2.5 Verifying the Installation . . . . . . . . . . . . . . . . . 2.6 Accessing the DocAve GUI . . . . . . . . . . . . . . . . 2.7 Uninstallation Instructions . . . . . . . . . . . . . . . . . 2.7.1 Adding and Removing Features . . . . . . . . . . . . 2.7.2 Removing DocAve Manager / Agent . . . . . . . . . . 3.1 Agent Services . . . . . . . . . 3.1.1 Agent Monitor . . . . . . . 3.1.2 Agent Groups . . . . . . . 3.1.2.1 Adding Agents to Group. 3.1.2.2 Modifying a Group . . . 3.1.2.3 Deleting a Group . . . . 3.1.3 Remote Installation . . . . . 3.1.4 Cache Settings . . . . . . . 3.1.5 Export Location . . . . . . 3.2 Manager Services . . . . . . . . 3.2.1 Manager Monitor . . . . . . 3.2.2 System Performance . . . . 3.3 Data Management . . . . . . . 3.3.1 Data Manager . . . . . . . 3.3.1.1 Data Pruning . . . . . . 3.3.1.2 Job Pruning . . . . . . 3.3.1.3 Data Coalescing . . . . 3.3.1.4 Backup Data Import . . 3.3.2 Retention Policy . . . . . . 3.3.3 Device Manager . . . . . . 3.3.3.1 Physical Device . . . . . 3.3.3.2 Logical Device . . . . . 3.3.4 Filter Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 . 15 . 15 . 15 . 15 . 16 . 16 . 16 . 17 . 17 . 18 . 18 . 18 . 23 . 23 . 24 . 24 . 26 . 32 . 32 . 33 . 33 . 34 . 37 . 37 . 39 . 39 . 40 . 40 . 40 . 43 . 44 . 44 . 44 . 44 . 44 . 45 . 45 . 47 . 48 . 48 . 49 . 50 . 50 . 54 . 56

3. Control Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

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2001-2009 AvePoint, Inc. All rights reserved.

DocAve v5 User Guide

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3.3.5 Security Manager . . . . . . . . . . . . . . . . 3.3.6 Language Mapping . . . . . . . . . . . . . . . 3.4 DocAve System . . . . . . . . . . . . . . . . . . . 3.4.1 Account Manager . . . . . . . . . . . . . . . . 3.4.1.1 Group . . . . . . . . . . . . . . . . . . . 3.4.1.2 User . . . . . . . . . . . . . . . . . . . . 3.4.1.3 Login Modes. . . . . . . . . . . . . . . . 3.4.1.4 Enable Active Directory Integration . . . . . 3.4.1.5 Creating a New User or Group. . . . . . . . 3.4.1.6 Assigning Permissions to a Group . . . . . . 3.4.1.7 Editing a User . . . . . . . . . . . . . . . 3.4.1.8 Editing a Group. . . . . . . . . . . . . . . 3.4.1.9 Deleting a User or Group . . . . . . . . . . 3.4.2 System Recovery . . . . . . . . . . . . . . . . 3.4.2.1 System Backup . . . . . . . . . . . . . . . 3.4.2.2 System Restore. . . . . . . . . . . . . . . 3.4.3 Language Setting . . . . . . . . . . . . . . . 3.5 Reporting . . . . . . . . . . . . . . . . . . . . . 3.5.1 Email Notification . . . . . . . . . . . . . . . . 3.5.1.1 Configuring a General Email Notification . . . 3.5.1.2 Configuring a Replicator Email Notification . . 3.5.1.3 Configuring a Service Status Email Notification 3.5.2 Log Manager . . . . . . . . . . . . . . . . . . 3.5.2.1 Log Data Download. . . . . . . . . . . . . 3.5.2.2 Log Level Settings . . . . . . . . . . . . . 3.5.2.3 Log Email Notification. . . . . . . . . . . . 3.5.3 Log Viewer . . . . . . . . . . . . . . . . . . . 3.5.4 MOM Logging Settings . . . . . . . . . . . . . 3.5.4.1 Enable MOM setting from DocAve . . . . . . 3.5.4.2 Viewing the logs from MOM . . . . . . . . . 3.5.5 SCOM Logging Settings . . . . . . . . . . . . . 3.5.5.1 Enable SCOM setting from DocAve. . . . . . 3.5.5.2 Viewing the logs from SCOM . . . . . . . . 3.6 License Management . . . . . . . . . . . . . . . . 3.6.1 License Manager . . . . . . . . . . . . . . . . 3.6.1.1 Viewing Current License Information. . . . . 3.6.1.2 Applying a License . . . . . . . . . . . . . 3.6.2 Patch Manager . . . . . . . . . . . . . . . . . 3.6.2.1 How to Update the Manager or Agent . . . . 3.6.2.2 Automatic Update Setting . . . . . . . . . . 3.6.2.3 Proxy Server Setting . . . . . . . . . . . . 3.6.3 Patch Report . . . . . . . . . . . . . . . . . . 3.7 Job Monitor . . . . . . . . . . . . . . . . . . . . 3.7.1 Job Monitor . . . . . . . . . . . . . . . . . . 3.7.2 Scheduled Job Monitor . . . . . . . . . . . . . 4.1 Dashboard . . . . . . . . . 4.2 Topology . . . . . . . . . . 4.3 Explorer . . . . . . . . . . 4.3.1 Explanation of the legend 4.3.2 Domain Search Filter . . 4.3.3 Server Name Filter and IP 4.3.4 Site Collection Filter . . . . . . . . . . . . . . . . . .